Kettle Hill Capital Management’s Builders FirstSource BLDR Stock Holding History

Kettle Hill Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-151,668	Closed	-$17.7M	–	38
2025 Q2	$17.7M	Buy	+151,668	New	+$17.5M	4.1%	8
2018 Q4	–	Sell	-182,504	Closed	-$2.68M	–	41
2018 Q3	$2.68M	Sell	182,504 -208,079	-53%	-$3.52M	0.91%	26
2018 Q2	$7.14M	Buy	+390,583	New	+$7.47M	2.73%	19
2018 Q1	–	Sell	-163,487	Closed	-$3.56M	–	42
2017 Q4	$3.56M	Buy	163,487 +14,300	+10%	+$271K	1.66%	25
2017 Q3	$2.68M	Buy	+149,187	New	+$2.41M	3.03%	15

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kettle Hill Capital Management's BLDR Position: Q3 2025 in Review

Kettle Hill Capital Management sold out of Builders FirstSource (BLDR) in Q3 2025, closing a stake of 151,668 shares — an estimated $17.7M sold.

Kettle Hill Capital Management first reported a position in BLDR in Q3 2017 and held it in 5 quarters. The position peaked at $17.7M in Q2 2025. 775 funds tracked by Wall St. Rank hold BLDR as of Q3 2025.

Kettle Hill Capital Management reported no remaining Builders FirstSource position as of Q3 2025 after selling out during the quarter.
Kettle Hill Capital Management sold 151,668 Builders FirstSource shares in Q3 2025, an estimated $17.7M.
Kettle Hill Capital Management first reported a position in Builders FirstSource in Q3 2017 and held it in 5 quarters.
Kettle Hill Capital Management's Builders FirstSource position peaked at $17.7M in Q2 2025.
775 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2025.

Based on Kettle Hill Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.